Vermögensberater Versicherungen Bankenvertrieb (m/w/d)
Hybrid
Core
Providing insurance solutions to wealthy private customers of Volks- and Raiffeisen banks, assisting them in securing their future through personalized or digital guidance.
Role type
Insurance sales advisor (wealth management)
Builds
Individual insurance concepts and security plans for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, sales experience, customer relationship management, digital affinity
Responsibilities
Identifying customer needs, developing insurance concepts, maintaining client relationships, transferring market knowledge to sales partners